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Meeting Templates and Selecting a Template
Meeting Templates and Selecting a Template
Karin Sharon avatar
Written by Karin Sharon
Updated over a month ago

Spinach will autodetect your meeting template but you can also select the template that you prefer for each meeting series.

Go to your Spinach dashboard -> Upcoming Meetings tab and choose a template for each meeting series. You need to have your calendar connected in Settings in order to customize the template selection.

General

General template catches most other meetings with the following format:

  • Hey Spinach

  • Key Topics

  • Action Items

  • Key Decisions

  • Blockers

Standup

Standup meetings have the following format:

  • Hey Spinach

  • Action Items

  • Key Decisions

  • Blockers

  • Individual Updates

  • Celebrations

Retrospectives

Retrospective meetings have the following format:

  • Hey Spinach

  • Action Items

  • What Didn't Go Well

  • Improvements

Sprint Planning

Spring Planning meetings have the following format:

  • Sprint Goal

  • User Stories

  • Tasks

  • Estimates

  • Blockers

  • Next Steps

Backlog Refinement

Backlog Refinement meetings have the following format:

  • Items Reviewed

  • Prioritization Decisions

  • Estimates and Re-estimates

  • Dependencies and Risks

  • Action Items

  • Additional Notes and Observations

  • Blockers

  • Next Steps

User Research

User Research meetings have the following format:

  • Participant Details

  • Session Details

  • Positive Highlights

  • Areas for Improvement

  • Participant Feedback

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